Pipedrive Integration with Notta
Instantly sync your Notta meeting notes and action items to the customer profile in Pipedrive, keeping all relevant information about a prospect organized and easily accessible.
Overview
Available on
Pipedrive is a popular CRM platform designed to help sales teams manage leads, track deals, and optimize workflows to close sales faster.
Notta will auto-generate meeting notes and summaries. With the Notta + Pipedrive integration, users can seamlessly transfer meeting summaries and action items directly from Notta into their Pipedrive records. This eliminates the need for manual data entry, ensuring that all relevant client interactions are stored securely within Pipedrive, where team members can easily access them.
Features and benefits
No more manual data entry
Relieve your sales team from manually inputting client meeting notes. Instead, they can focus on more valuable tasks, like nurturing leads and closing deals.
Enhanced follow-up
Synced meeting summaries in Pipedrive help teams quickly identify action items, ensuring consistent follow-ups, better client engagement, and faster deal closures.
Improve team collaboration
By having meeting notes readily available in Pipedrive, team members can stay informed of ongoing client interactions, making collaboration smoother and reducing redundant communication.
How to connect Notta + Pipedrive
1. Sign in to Notta and select 'Integrations & Apps' on the left sidebar, then choose 'CRM'.
2. Find Pipedrive and click the ‘Connect’ button.
3. Sign in to your Pipedrive account, then follow the on-screen instructions to complete integration.
Check out other integrations
Never taking notes manually again
Learn More
